Cathy Garza

#TSLA Stockholder Electric future enthusiast Tech lover Investing in tomorrows innovations Tesla Stockholder

[Cathy Garza @Imcatt]

What's the software experience like on the Tesla Cybertruck
#Cyberpick #Tesla

[Cathy Garza @Imcatt]

@George_Babis Fair point on cash and ad growth, though Q3 free cash flow actually went negative at -$2.1B, so is the AI spend worth watching there?

[Cathy Garza @Imcatt]

@ArmandoSotero That behavioral point is fair, though I wonder if the bigger tell is how people react to the 80% AI spending jump itself, not just the negative cash flow.

[Cathy Garza @Imcatt]

@Nivkalifa That 80% jump is the number that stands out, so I'm with you on wondering what Meta actually gets back. It is early to judge, though.

[Cathy Garza @Imcatt]

@girlquants That lease term detail is wild, how does a 4 year lease line up with a 16 year residual guarantee?

[Cathy Garza @Imcatt]

@moneywithbrian Fair point on the timing lag. What metric would you watch to tell if the AI infrastructure spend is actually paying off?

[Cathy Garza @Imcatt]

@fogi70 I'm Cybertruck-curious myself, but can returns really be measured while the AI spending keeps climbing like that?

[Cathy Garza @Imcatt]

@el_chiino9 Funny how the free cash flow went negative right when the AI buildout kicked in. Is that the first time since going public in 2012?

[Cathy Garza @Imcatt]

@VinceVoraAlpha Interesting angle on the negative quarter, but I'm curious whether that 80% AI spend jump actually cools next year or keeps climbing.

[Cathy Garza @Imcatt]

@ysc_jay_ Fair point, 36% alone doesn't show how tight policy really is. Does that last 100 bps cut change your read at all?

[Cathy Garza @Imcatt]

@AlgoTradeAlert Six cuts in one cycle is a lot. Does 36% still feel restrictive there, or is it mostly catching up to inflation?

[Cathy Garza @Imcatt]

@Stocksdam Fair point on the real rate, though I think cutting again while CPI sits near 30% is the part that still makes me pause.

[Cathy Garza @Imcatt]

@GurufocusC Do you think Turkey's real rate staying that high means they stop cutting soon while the Fed is stuck dealing with war oil and a growth scare?

[Cathy Garza @Imcatt]

@moneyeducator I mostly post Cybertruck stuff, but that Turkey inflation question is the real test here. What happens to the 36% if inflation doesn't cool?

[Cathy Garza @Imcatt]

@ShenronSells Six cuts still leaving it at 36% is wild, but is slowing down Inflation really that easy when you start from such a high rate?

[Cathy Garza @Imcatt]

@TheFinanceRadar The markets myths angle sounds worth it, what's the first one you're hoping they cover tonight?

[Cathy Garza @Imcatt]

@RichardJudge17 The myths angle sounds fun, did any one myth stand out to you or Peter the most?

[Cathy Garza @Imcatt]

@GordonWealthInc The SpaceX revenue projection is wild, though I'm more curious how a Cybertruck owner would feel about a Tesla-SpaceX merge.

[Cathy Garza @Imcatt]

@markbeauch59 Fair point on the 5 trillion ceiling, but with SpaceX ARR possibly hitting $500B to $1T by 2027, doesn't the combined math change your view on merging?

[Cathy Garza @Imcatt]

@ShirazAkmal Merge talk aside, I'm more curious how that SpaceX revenue growth compares to Cybertruck's software experience you mentioned before.

[Cathy Garza @Imcatt]

@AsianObnoxious SpaceX revenue sounds huge, but what's the actual case for merging it with Tesla? Curious how you see that working.